Next-gen Business Platform

Customer experience & business operations.

An end-to-end CRM for growing sales teams — from first lead to long-term client management, with built-in WhatsApp, email and AI-powered insights.

Gmail / OutlookWhatsApp BusinessRazorpay / StripeZapier / webhooks

Products in this segment

Operational excellence

Leading the way — sales motion to revenue ops.

TrustEdge CRM gives your sales team a single platform to capture leads, manage pipelines, close deals, and retain clients — without switching between tools. Built-in WhatsApp campaigns, email tracking, AI-driven lead scoring, and real-time dashboards keep your team focused on what matters: revenue.

Core CRM

Advanced CRM platform

TrustEdge CRM — leads, pipelines and deals through to client onboarding and AMC, with built-in WhatsApp, email and AI-powered insights.

Open TrustEdge CRM

Lead management

Inbound capture from forms, landing pages and WhatsApp — with assignment rules, SLA timers and automated nurture sequences.

Talk to us

Customer analytics

Weighted forecast, slip risk, idle-deal alerts and rep-by-rep dashboards — the report a sales head actually opens on Monday.

Talk to us

Workflow automation

Sequences, templated proposals, Razorpay/Stripe payment links and webhook fan-out to your ERP and data warehouse.

Talk to us

Core competencies

Where revenue ops engagements start.

Strategic consulting

Pipeline-stage mapping, qualification frameworks and forecast methodology written down before any tool is configured.

Custom CRM solutions

Tenant-scoped fields, vertical-specific objects and channel integrations — customisation that survives the next upgrade.

Data intelligence

Forecast accuracy, slip-risk and CLV models on your own data — not vanity dashboards.

Cloud integration

Gmail / Outlook auto-capture, WhatsApp Business API, payments and webhook fan-out to ERP / DW.

Core Competencies

Where engagements begin.

01

Strategic consulting

Pipeline-stage mapping and forecast methodology written down before any tool is configured.

02

Custom CRM solutions

Tenant-scoped fields and channel integrations — customisation that survives upgrades.

03

Data intelligence

Forecast accuracy, slip-risk and CLV models on your own data.

04

Cloud integration

Gmail, WhatsApp, payments and webhook fan-out to ERP and DW.

Success Stories

Production deployments — what they actually look like.

BFSI · multi-currency

Global banking CRM integration

Regulated-environment rollout with Gmail/Outlook auto-capture, multi-currency pipeline and audit-grade activity logs for an enterprise BFSI client.

Dealer-network rollout

Operational scale-up for industry 4.0

Dealer network onboarded onto TrustEdge CRM with WhatsApp Business auto-capture and order-to-quote integration with the manufacturer’s ERP.

Head of Sales

B2B services firm · Pune

“Technology alone doesn't transform businesses.”

We stopped asking reps “did you log it”. The CRM captures it. The Monday meeting now uses one number, not seven.

Case Studies

What we've shipped in customer & business operations.

Request detailed case studies →

B2B services · Pune

TrustEdge CRM: B2B services sales motion

Auto-capture, weighted forecast and templated proposals — replaced a 14-tab spreadsheet for a 30-rep sales team.

SME services · South India

WhatsApp-first inbound

Inbound capture from WhatsApp Business with assignment rules — 30 conversations a day routed to the right rep within minutes.

Field sales · Pan-India

Field-sales mobile app

Native iOS / Android app with offline mode for a national distributor — visit logs, order capture and payment links.

Get in touch

Tell us the workflow that's currently breaking.

We'll send back a written fit-assessment in 48 hours — what slots into TrustEdge CRM, what needs customisation, and what we'd refuse to take on.

Written response within 48 hours
Call usWhatsApp